Update Estate Plans in Light of New Tax Law

May 8, 2018 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

This week's feature article is:

Update Estate Plans in Light of New Tax Law

Here is an excerpt from the article:

"Your current will, if it hasn't been updated in years, could shortchange or even accidentally disinherit your loved ones."

You can access the complete article by clicking here.

Last week's feature article was:
The Future of Planning for Tangible Personal Property
You can access the complete article by clicking here.

Time Saver / Helpful Hint

This week's topic is:

"Why Software as a Service is the better way to retrieve estate, gift, and trust tax valuations."

Earlier this week, we conducted a webinar for one of our large institution sized clients who wants to upgrade from our software to Software as a Service platform.
Here is what's driving their decision:
1. Software as a Service is always current. There are no upgrades.
2. You store all of the data on your computers, not ours.
2. Software as a service is scalable. Whether you have a single office, or offices around the country and overseas, APPRAISE Software as a Service is the perfect fit.

Last week's Time Saver / Helpful Hint topic was:
" Web-based securities pricing for estate tax returns and other purposes."

You can access the eNewsletter by clicking here.

Complimentary Webinar

We instituted a complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.

Our next topic:

"Web-based securities pricing for estate tax returns and other purposes"

is scheduled for Wed, May 30 from 11:30a to 12:00p ET.

Here is a synopsis:

Appraise-Web by Evaluation Services, Inc. provides securities valuations and cost basis calculations in a web-based environment without software installation. You may access this service from any location. Appraise-Web operates on tablet PCs, including Apple and Android, as well as conventional computers.

Appraise-Web is available for date of death, alternate, gift tax and estate or trust distribution valuations. All you need to generate an instant valuation is a credit card or account number, CUSIP/Ticker information (it accepts SEDOL numbers as well)and the shares/par value data. You can email completed valuations, in PDF format, without leaving the application. This service is designed as a pay-as-you-go service with no recurring fees. There are no downloads and we do not store your credit card information.

CLICK HERE TO REGISTER

Prior Webinars:

You can access a recording of last month's webinar: "Great Ways to Grow Your Trust & Estate Planning Revenues While Solving a Hugh Social Challenge", as well as prior webinars, by clicking on the icon below. The accompanying handout is available by clicking HERE.

Upcoming Events

Events we are coordinating (all times are ET):

- May 11: System Maintenance (5:30p - 11:30p)
(All online services will be down)
- May 25: Early closing for Memorial Day weekend (3:00p)
- May 30: Complimentary webinar (11:30a - 12:00p)
(see webinar section above for more information)

Events we are attending (all times are ET):

- May 10: Bergen County Estate Planning Council Meeting

- May 14: City of New York Estate Planning Council Meeting

- May 16: Greater New Jersey Estate Planning Council Meeting

Who is ESI-APPRAISE (Evaluation Services)?

Evaluation Services, the developers of APPRAISE, provides stock and bond valuations which exceed the stringent IRS requirements for Estate, Gift, & Trust tax returns and follow Generally Accepted Accounting Principles. We also perform capital change reporting, cost basis calculations, historical portfolio and exception list pricing.

We offer both outsourcing (full service) and technology driven (self-service) solutions which interface with third party applications.

Outsourcing your valuations to us frees you up to focus exclusively on your most important tasks. Just complete our order form and send us a list of holdings. Then, leave the work to us.

Our self-service solutions include: software, which is an older way to deploy technology, as well as state of the art "software as a service" and web based applications. The newer apps are especially popular because they are easy to implement, always current, scalable, and require minimal support from your technology departments.

You can pay your invoices by check, credit card, or electronic fund transfer. We back all of this up with first class customer service and fair pricing.

Why not give us a try? Click here for a list of solutions.

Customer Feedback

We want to make it easy for our clients to give us feedback. Please click here if you want to contact us.

Here is a recent testimonial from a client.
" Thank you very much to you and your team for assisting my colleagues in the Estate Department. We appreciate the expedient turn around especially since your team was preparing to perform planned system maintenance at that time. "

- Woodbridge, NJ

Evaluation Services Inc. | 201.784.8500 | Email | Website

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